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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,728 | $114,013-22.2% | $103,693-14.4% | $155,188-42.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 17.90% | 49.31%-31.4pp | 47.61%-29.7pp | 148.84%-130.9pp |
| Employer contribution / active EE | $5,675 | $3,131+81.3% | $2,920+94.3% | $4,248+33.6% |
| Participant deferral / active EE | $8,617 | $4,970+73.4% | $4,579+88.2% | $6,531+31.9% |
| Admin fee / account holder | $297 | $8,407-96.5% | $7,858-96.2% | $14,480-97.9% |